Richard Lucas
Richard Lucas is a registered investment advisor at Nestegg Wealth Advisors, based in Rowlett, TX, with 21 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 1 more. Their firm serves 244 clients.
Compensation
Firm Size
IM Fee
Fee Structure
Nestegg Wealth Advisors charges a fixed fee for financial plans, typically ranging from $500 to $1500, depending on the complexity of the client's situation.
Location
5706 Rowlett Road, Ste 200, Rowlett, TX, 75089
Get directionsHistory
Regulatory History (1)
Criminal
November 1994Other Business ActivitiesSells Insurance
Richard is an insurance agent with Nestegg Retirement Group, selling fixed and equity indexed annuities and life insurance since 2010, dedicating about half of his time to this. He also works as an independent contractor selling gold and silver coins for Rare Coins of New Hampshire, spending a few hours per week on this investment-related activity.
Employment History
Current Registrations
Nestegg Wealth Advisors
Previous Registrations
Brookstone Capital Management LLC
Lucas II, Richard Gary
Veritrust Financial, LLCBroker
Veritrust Financial, LLC
USA Financial Securities Corporation
USA Financial Securities CorporationBroker
New England SecuritiesBroker
Nylife Securities INC.Broker
Capital Brokerage CorporationBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.